We are pleased to announce that Sarasin & Partners has received a ‘B Strong’ rating from independent consultancy AKG Financial Analytics.
For over 30 years, AKG has particularly focused on supporting the financial strength requirements of financial advisers when considering providers for use, and for the past six years they have also been working on DFM financial strength assessment (DFM ratings and reports launched in July 2016).
We are delighted to confirm our AKG financial strength rating of ‘B Strong’, with 4-star status on the following supporting rating categories:
- Business performance
- Service
- Image & strategy
With an increasing number of DFM due diligence and research tools available, we are always seeking ways to support our clients with this crucial process, and so this assessment report provides another important resource. We believe independent, standalone reports are key to driving trust and transparency for our clients, reducing the risk of investing in inappropriate solutions or providers.
The report states:
“Sarasin & Partners states first-class support to financial advisers is at the heart of the Sarasin Model Portfolios proposition, with access to a dedicated business development team and a direct line to its sales support desk.”
It continued, “[Sarasin] have fared well through the challenges brought by the COVID-19 pandemic, showing good financial resilience to market volatility and in terms of operational capability; full continuity has been maintained by the business and its service providers.”
Christopher Cade, Head of UK Sales remarks on the report “I am delighted that the business has received a B Strong financial rating from AKG. This bolsters Sarasin’s purpose of delivering strong, long-term investment performance and exceptional client service.”
Read the full report here.
Find out more about AKG Financial Strength ratings here.
